After the booking: payment schedules, demand notes and a page for the buyer
A booking is where the paperwork starts. How TRET builds the payment schedule, sends demand notes before instalments fall due, and keeps the buyer informed.
Most CRMs stop at “won”. For a builder, that is where the longest part of the relationship begins: an agreement to sign, registration, years of instalments and finally possession. When that lives in a separate Excel file, the sales team loses sight of the buyer and the accounts team re-types everything.
That is why TRET’s after-the-booking module is part of the same system your team sells from. Here is how a booking turns into a schedule, demand notes, payments and a page the buyer can follow.
What happens in a CRM after a flat is booked?
When a salesperson books a unit for a lead, TRET opens the booking right there: buyer, unit, project, agreement value, the channel partner if there was one, and the token amount. The unit is marked booked everywhere, so nobody can sell it again.
If a channel partner brought the buyer, their commission is recorded at the same moment. Nothing is typed twice. The details your salesperson collected while selling are the same details accounts work from, and every change is audit-logged.
Before any of this, the unit has to be genuinely free. Our post on live inventory across towers shows how holds and bookings keep two salespeople from promising the same flat.
Which payment plans can a builder set up for a booking?
Pick the plan that matches the sale and TRET lays out every instalment with its share of the agreement value:
- Down payment: booking amount, on agreement, on possession.
- Construction-linked: booking, agreement, plinth, slabs, brickwork and possession.
- Time-linked: booking, then instalments every 30 days, then possession.
Instalments tied to a milestone get their due date when that milestone happens. Mark the agreement signed and the on-agreement instalment falls due that day, without anyone editing dates.
A practical rule: choose the plan that matches the agreement the buyer is holding, not the one your team uses most often. If the paperwork says construction-linked, the schedule should say construction-linked too, so every demand note the buyer receives lines up with what they signed.
How do demand notes go out before an instalment falls due?
Every morning TRET looks for instalments due in the next seven days that nobody has asked for yet, and emails the buyer a demand note with the amount, the due date and a link to their booking page. You can also send one by hand at any time.
Asking before the due date changes the tone of the conversation. A buyer who gets a clear note with the amount and date has time to arrange funds or speak to their bank. A buyer who first hears about it in a call after the date has passed feels chased, and the call is harder for everyone.
How should you record payments from buyers?
Payments are recorded against each instalment, by NEFT, UPI, cheque, cash or home loan, so collected and outstanding are always current. Payment schedules, demand letters and receipts all sit against the same booking, which means sales and accounts are looking at the same numbers.
The habit that keeps this useful is simple: record a payment the day it arrives, against the instalment it pays. If payments are saved up and entered at the end of the month, the outstanding figures are wrong for weeks, and the next demand note can go out for money already received.
What does the buyer see after the booking?
Each booking has its own page the buyer can open without logging in. It shows where things stand, from booked to agreement signed, registered and possession, along with the full schedule, what has been paid and what is due, and who to call. Fewer “what do I owe now?” calls to the site office.
How do sales and accounts track collections in one place?
The bookings list shows collected and outstanding across every project. Instalments falling due also appear on the salesperson’s calendar as all-day items, next to their follow-ups and site visits. The same person who sold the flat can see the buyer through to the keys.
Because bookings and payments are held in one place and every change is audit-logged, the booking status your MahaRERA quarterly progress report asks for is already there when the quarter ends. Your data is exportable at any time, so accounts or your CA can take it into Excel whenever they need to.
How do you set up a booking and payment schedule in TRET?
- Book the unit from the lead. Open the lead and book the unit. Check the booking that opens: buyer, unit, project, agreement value, channel partner and token amount.
- Choose the payment plan. Pick down payment, construction-linked or time-linked to match the agreement. TRET lays out every instalment with its share of the agreement value.
- Mark milestones as they happen. When the agreement is signed, mark it, and the on-agreement instalment falls due that day. Milestone instalments get their dates the same way, without anyone editing them.
- Share the booking page. Send the buyer their booking page on the day they book, so they can see the schedule, what they have paid and who to call.
- Let demand notes run, and record every payment. TRET emails demand notes for instalments due in the next seven days. Record each payment against its instalment, with the mode, the day it arrives.
FAQ
Does TRET send demand notes automatically?
Yes. Every morning it looks for instalments due in the next seven days that nobody has asked for yet, and emails the buyer a demand note with the amount, the due date and a link to their booking page. You can also send one by hand at any time.
Which payment modes can be recorded against an instalment?
NEFT, UPI, cheque, cash or home loan. Each payment is recorded against its instalment, so collected and outstanding are always current.
Does the buyer need a login to see their booking?
No. Each booking has its own page the buyer can open without logging in, showing the stage, the full schedule, what has been paid, what is due and who to call.